Answers, straight.
Common questions about Relay and the way it runs restoration operations. Guides, case studies, and operator content are on the way.
About Relay
What is Relay Console?
Relay Console is the operating platform for restoration companies. It combines leads, CRM, jobs, communications, contents, assets, vendors, marketing, and accounting into one system so every department works from the same record.
Who is Relay Console for?
Restoration companies of every size, from a single office to a multi-location operation. That includes water mitigation, fire restoration, mold remediation, contents restoration, and reconstruction. It is built around the way restoration work actually runs, not a horizontal field-service tool.
How is Relay different from a CRM or a job-management tool?
Relay includes a CRM and a job-management module, plus leads, communications, contents, assets, vendors, marketing, and accounting. The advantage isn't any single module. It's that every department works from the same data, so nothing gets re-keyed between tools.
What does "one record" actually mean?
A loss comes in as a lead, becomes a job, and the same record carries the calls, photos, documents, estimate, contents, vendor bills, and invoicing through to close. Leads, operations, contents, and accounting all read and write the same job instead of maintaining separate copies.
Can Relay run our whole operation, or just one department?
The whole lifecycle, from first notice of loss to final invoice. You can also start with the departments that hurt most today and add the rest over time.
Do we have to replace everything at once?
No. Implementation is staged by module, so you don't have to switch your entire operation over in one weekend. Start where the pain is and expand.
Does Relay work for a single office or only large franchises?
Both. Relay is multi-tenant and office-aware, so it fits a single office and scales to a multi-location operation running every office on one platform.
Leads, CRM & communications
How does Relay handle leads?
Relay captures leads from calls, web forms, and real-time loss alerts, routes them to the right people, and tracks each one through to a closed job, with attribution back to where it came from.
What are Relay Real-Time Leads?
Real-time loss alerts routed straight into your pipeline as attributed leads, so your team can reach the property owner first, while the homeowner still has the right to choose who does their restoration work.
Does Relay include a CRM?
Yes. Accounts, contacts, pipeline, and activity tracking built for restoration business development, so your relationships and referral sources live on the same platform as the jobs they produce.
Does Relay replace my phone system?
Yes. Relay includes call routing, ring groups, business hours, SMS, and after-hours phone answering, tied to the job and contact every call belongs to.
Does Relay track calls back to marketing?
Yes. Tracking numbers tie each call to the ad or source that produced it and to the resulting job, so you can see which marketing actually generates work. We handle the setup for you.
Can Relay email customers from our own inbox?
Yes. Connect a Google Workspace or Microsoft 365 mailbox and CRM email sends and threads through your own address, with the history attached to the account and job.
Can we ask for and manage reviews?
Yes. Relay includes review generation, including custom QR codes that can be tied to each employee so scans are tracked, plus a dashboard for the reviews that come in.
Jobs, contents, assets & the field
How does Relay handle jobs?
Every job moves from lead to work in progress to completed to closed on one record, with team roles, required dates, photos, documents, estimates, contents, payments, and a full activity history in one place.
What does Relay do for contents and packouts?
Room-by-room inventory with QR and label tracking, the full packout to storage to packback workflow, contents invoicing, and live burn-rate visibility so managers see costs as the packout happens.
How does Relay track equipment and assets?
QR codes and barcodes on every asset, quick-assign to a job or location, bulk scanning, utilization reporting, and printable labels, so you always know where your air movers and dehumidifiers are.
Can we manage vendors and subcontractors?
Yes. Onboard vendors, track certificate-of-insurance (COI) expirations with alerts, dispatch them to jobs, and match their bills back to the right job.
Does Relay handle estimates?
Crews capture LIDAR floor plans in the field, and the estimate and its supplements are tracked on the job alongside everything else.
Can Relay send documents for signature?
Yes. Built-in e-signature replaces DocuSign and HelloSign for your work authorizations, and every signed document carries tamper-evident evidence: content hashing, consent capture, and a signed certificate.
Does Relay do scheduling?
Yes. Relay shows real availability and lets you book arrival windows right on the call, using guided intake so the booking is correct the first time.
What is guided intake?
A prebuilt call script that walks anyone through taking a call correctly and booking the appointment. Use the default restoration template, one built to corporate guidelines, or build your own.
Is there a mobile app for field crews?
Yes, a native app for iOS and Android. Crews scan equipment, capture job photos and LIDAR floor plans, take calls, and keep working with no signal.
Does the app work without signal?
Yes. In a dead zone crews scan equipment, capture photos, and run a full contents packout offline, and it all syncs automatically the moment signal comes back, so a job site with no service never costs you the documentation.
Accounting & back office
Does Relay integrate with QuickBooks?
Yes. Relay connects with QuickBooks so invoices, payments, and accounts receivable move between the two without re-entry, with a separate connection per office.
How does accounts-payable approval work?
Vendor bills sync from QuickBooks and match to jobs by Job ID. You approve, partially approve, or hold each bill inline, with certificate-of-insurance (COI) expiration badges right on the invoice.
Can Relay track sales commissions?
Yes. Relay produces accrued sales reporting and calculates commissions, so what your team earns is tied to the jobs and revenue that produced it.
Does Relay handle expenses?
Yes. Crews capture receipts, expenses move through approval, and reimbursements are tracked, so spend is accounted for against the job instead of living in a shoebox.
Does Relay show job financials?
Yes. Each job carries a budget and collected totals, with revenue and non-revenue payments split correctly so a job’s real financial picture is on the record, not in a spreadsheet.
Integrations & data migration
Can we bring our existing data into Relay?
Yes. Import jobs from your current system and migrate accounts, contacts, and opportunities from a CRM, with a safe import that surfaces conflicts for review instead of overwriting your data. A product specialist helps map everything during onboarding.
Does Relay work with DASH?
Yes. Relay imports your DASH jobs by email, CSV, or WorkCenter and reads the Job ID to assign the office and division automatically, so jobs land organized, related jobs group under one loss, and vendor bills match to the right job.
Can we import from WorkCenter or Restoration Manager?
Yes. Relay brings your WorkCenter 2.0 or Restoration Manager jobs in and runs the whole job in one place, so you can move off them without losing history.
Can we migrate from Salesforce or another CRM?
Yes. Relay does a safe import of your accounts, contacts, and opportunities that surfaces conflicts for review, and you can dry-run the import before anything is written.
Does Relay connect to Google Workspace?
Yes. Connect a Google Workspace mailbox and calendar, and CRM email and scheduling work through them.
Does Relay connect to Microsoft 365?
Yes. Connect a Microsoft 365 mailbox and calendar, and CRM email and scheduling work through them.
Does Relay run our Google Ads?
Yes. Relay can run and manage your Google Ads for you, bidding toward real closed revenue rather than clicks, on an account that stays yours.
If Relay manages our ads, do we still own the account?
Yes, always. The account and its data stay yours. If another company owns your ad account or campaigns and you can’t access them, that’s a red flag.
Storm & restoration types
Does Relay help with storm response?
Yes. A live storm map with alerts for wind, hail, tornado, wildfire, and flooding shows where the damage hit, and guided intake plus on-call scheduling handle the surge of calls, with an offline-capable field app for the crews.
Which restoration types does Relay support?
Water mitigation, fire, mold remediation, contents restoration, reconstruction, and storm work all run on the same platform, on the same job record.
Implementation, onboarding & pricing
How long does implementation take?
Most teams are running in Relay within weeks, not months. Implementation is staged by module so you don't have to switch everything at once.
What onboarding and support are included?
Every implementation includes guided onboarding from a restoration product specialist, plus ongoing support after you go live.
How is pricing structured?
Relay is priced around your operation: the size of your team and the modules you turn on. Every restoration company runs differently, so a short demo is the fastest way to a real number scoped to what you'll use.
Can we start with just a few modules?
Yes. Turn on the modules you need today and add the rest later. You are not forced to adopt the whole platform on day one.
How do we see Relay in action?
Book a demo. It's about an hour with a restoration specialist, with no sales pressure, run against the way your company already works.
Security, roles & your data
How is our data kept separate from other companies'?
Relay is multi-tenant: each organization’s data is isolated at the data layer, and the active organization is scoped on every request. You only ever see your own organization’s records.
Can we control who sees what?
Yes. A platform role hierarchy plus per-module permission levels (none, member, manager, admin) mean access is controlled down to the individual module.
Is there an audit trail?
Yes. Relay keeps an immutable audit log of changes across records, so you can see the full history of who changed what and when.
Who owns our data?
You do. Your data is yours, it is never shared across organizations, and a specialist helps you get it in during onboarding.
Still have questions?
An hour-long demo is the fastest way to see how Relay maps to your operation.
Book Demo